Texas Capital Initiates Coverage of NuScale Power Corporation (SMR) with a Buy Rating

NuScale Power Corporation (NYSE:SMR) is included among the 12 Best Nuclear Energy Stocks to Buy Now

On January 28, 2026, Texas Capital initiated sum of NuScale Power Corporation (NYSE:SMR) with a Buy standing and a $23 terms target. The steadfast highlighted NuScale’s presumption arsenic the lone tiny modular reactor developer with U.S. Nuclear Regulatory Commission approval, noting that its plan relies connected accepted low-enriched uranium that is already wide available. That substance prime was cited arsenic a cardinal differentiator, reducing proviso concatenation hazard compared with galore precocious atomic peers. Texas Capital said NuScale offers differentiated vulnerability to precocious atomic improvement with comparatively little regulatory, proviso chain, and execution risk.

Earlier, connected January 9, 2026, Bank of America upgraded NuScale to Neutral from Underperform and acceptable a $28 terms target, down from $34. The steadfast said the caller pullback successful the banal brings deployment expectations person to its basal case. BofA pointed to the derisked light-water reactor plan and the company’s first-mover licensing position, anchored by Tennessee Valley Authority arsenic credibility drivers. At the aforesaid time, it flagged front-loaded dilution tied to ENTRA1 and constricted declaration visibility arsenic constraints connected near-term upside. More broadly, the steadfast described 2026 arsenic a screening twelvemonth alternatively than a physique twelvemonth for tiny modular reactors, arguing that argumentation momentum reduces friction but does not materially accelerate timelines.

In the 3rd 4th of 2025, TVA and ENTRA1, NuScale’s exclusive planetary strategical partner, announced an statement covering the imaginable deployment of up to 6 gigawatts of caller atomic capableness utilizing NuScale’s SMR technology.

NuScale Power Corporation (NYSE:SMR) develops tiny modular reactor systems centered connected its NuScale Power Module, a light-water reactor plan susceptible of generating 77 megawatts per unit, positioning the institution arsenic 1 of the much precocious nationalist plays successful the SMR space.

While we admit the imaginable of SMR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.